- JPMorgan Chase (Tampa, FL)
- …and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. ... Global Trades client base. Service is delivered in a team -based model with key locations in the US, Latin...your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions. The assigned… more
- Bank of America (Miami, FL)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, ... they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes...activities, and conduct of market personnel * Manages day-to-day Financial Advisor (FA) business needs,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to schedule, confirm and or follow-up after meetings have occurred. . Identifies other business models based on advisor feedback and in consultation with their ... Skills, and Abilities:** **Knowledge of:** * Concepts, practices and procedures of business development in a financial services environment. * Investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Respond to escalated issues and requests from financial advisors + Work with new business team on issues related to submitted business + Communicate with ... behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the licensing...submitted business or issues + Work with financial advisor and insurance companies on escalated… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …industry procedures. + Investment Company Act of 1940 and SEC regulatory environment. + Financial advisor business models and supervisory needs. **Skill in** ... supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement a robust supervisory… more
- BAE Systems (Jacksonville, FL)
- …growth. You will be a key member of our finance team , providing financial leadership and expertise to drive business growth, optimize financial ... analysis and reporting. Your day-to-day functions will include leading a team of finance professionals, including estimators and financial planning and… more
- City National Bank (Tallahassee, FL)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge… more
- Deloitte (Tampa, FL)
- Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end ... covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and… more
- M&T Bank (Naples, FL)
- …of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team , and internal business partners in process workflow to ensure timely ... Preferred:** CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor ) certification Exposure to and knowledge of the Bank's retail… more
- JPMorgan Chase (Miami, FL)
- …Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business . This includes participating in team discussions and strategy around ... * Cross-sell JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation * Reading… more